Fund HoldingsNAPA WEALTH MANAGEMENT

Total Portfolio Value
$213.35M
Total Bought
$83.62M
Total Sold
$85.45M
Net Transaction
-$1.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SERIES PORTFOLIOS TR
ADAPTIV SELECT
0174,917+174,91707,4293.48%+7,429
TIDAL TRUST I0309,022+309,02206,9333.25%+6,933
TIDAL TRUST I0215,661+215,66106,8173.20%+6,817
INVESCO EXCH TRADED FD TR II053,579+53,57906,4863.04%+6,486
ISHARES TR045,258+45,25805,0342.36%+5,034
PACER FDS TR
WEALTHSHIELD
185,345294,176+108,8315,6229,4664.44%+3,844
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
24,43435,851+11,4175,5498,8594.15%+3,310
TIDAL TRUST I0125,282+125,28202,9581.39%+2,958
PACER FDS TR
TRENDPILOT FD
79,709141,201+61,4922,5464,7442.22%+2,198
ISHARES GOLD TR(IAU)0140,626+140,62605,4142.54%+5,414
BITWISE FUNDS TRUST032,478+32,47801,5550.73%+1,555
ROUNDHILL ETF TRUST
RUSSE 0DTE ETF
27,68473,259+45,5759472,4521.15%+1,505
EA SERIES TRUST
ALPHA ARCH 1-3
56,55767,591+11,0346,3737,6963.61%+1,323
VANECK ETF TRUST
SEMICONDUCTR ETF
3,1126,484+3,3728682,1160.99%+1,248
BITWISE FUNDS TRUST034,382+34,38201,2250.57%+1,225
TIDAL TRUST I056,020+56,02001,1850.56%+1,185
TIDAL TRUST II
RET STCKD GL STK
041,568+41,56801,1710.55%+1,171
DBX ETF TR034,672+34,67201,1430.54%+1,143
ISHARES TR016,006+16,00601,0860.51%+1,086
ISHARES TR019,994+19,99401,0680.50%+1,068
TCW ETF TRUST
FLEXIBLE INCOME
24,63251,152+26,5209722,0360.95%+1,064
ISHARES TR06,135+6,13501,0600.50%+1,060
INVESCO EXCH TRADED FD TR II019,621+19,62101,0590.50%+1,059
SCHWAB STRATEGIC TR033,164+33,16401,0580.50%+1,058
ISHARES TR013,609+13,60901,0570.50%+1,057
ISHARES TR010,217+10,21701,0540.49%+1,054
GRAYSCALE COINDESK CRYPTO(GDLC)017,873+17,87309990.47%+999
CIPHER MINING INC(CIFR)070,488+70,48808870.42%+887
BAKKT HOLDINGS INC025,664+25,66408640.40%+864
ISHARES INC017,117+17,11708470.40%+847
IREN LIMITED
ORDINARY SHARES
017,870+17,87008390.39%+839
USCF ETF TR
SUMMERHAVEN K1
152,864176,636+23,7723,3104,0631.90%+753
PACER FDS TR
TRENDPILOT US BD
313,242348,012+34,7706,1876,9013.23%+715
NVIDIA CORPORATION(NVDA)23,61523,685+703,7314,4192.07%+688
APPLOVIN CORP(APP)1,9271,796-1316751,2900.60%+616
GLOBAL X FDS
GLBX MSCI COLUM
016,664+16,66405470.26%+547
INVESCO EXCH TRADED FD TR II012,184+12,18405470.26%+547
ISHARES TR08,891+8,89105430.25%+543
ISHARES TR08,309+8,30905350.25%+535
PACER FDS TR
TRENDPILOT INTL
68,39782,646+14,2491,9842,5181.18%+534
TIDAL TRUST II
RETU STA BDS ETF
021,141+21,14104510.21%+451
PALANTIR TECHNOLOGIES INC(PLTR)9,0309,022-81,2311,6460.77%+415
AMPLIFY ETF TR030,353+30,35303940.18%+394
VANECK ETF TRUST
RARE EAR STR ETF
05,911+5,91103890.18%+389
ROBINHOOD MKTS INC(HOOD)02,631+2,63103770.18%+377
ISHARES TR063,511+63,51101,6050.75%+1,605
VANECK ETF TRUST
DIGITAL NATIVE
07,793+7,79303490.16%+349
APPLE INC(AAPL)07,340+7,34001,8690.88%+1,869
ARISTA NETWORKS INC(ANET)7,8547,617-2378041,1100.52%+306
TIDAL TRUST I012,250+12,25003060.14%+306
THE CIGNA GROUP(CI)01,053+1,05303040.14%+304
GLOBAL X FDS
ARTIFICIAL ETF
28,85831,332+2,4741,2611,5480.73%+287
PACER FDS TR
PACER CASH COWZ
38,62446,730+8,1068781,1560.54%+278
SPDR SERIES TRUST
ST STR P500ETF
49,17149,126-453,5743,8481.80%+274
ISHARES INC08,008+8,00802740.13%+274
ESSENTIAL PPTYS RLTY TR INC09,025+9,02502690.13%+269
ALEXANDRIA REAL ESTATE EQ IN03,205+3,20502670.13%+267
ISHARES TR6,1596,098-613,8244,0811.91%+257
AMERICOLD REALTY TRUST INC(COLD)020,613+20,61302520.12%+252
TAPESTRY INC(TPR)02,176+2,17602460.12%+246
MERCADOLIBRE INC(MELI)0104+10402430.11%+243
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
075,937+75,93701,7530.82%+1,753
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,623+1,62302360.11%+236
ALIBABA GROUP HLDG LTD(BABA)01,307+1,30702340.11%+234
SIMPLIFY EXCHANGE TRADED FUN
BITC STR PLU ETF
08,245+8,24502290.11%+229
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0806+80602270.11%+227
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,585+2,58502250.11%+225
UNITED PARCEL SERVICE INC(UPS)02,588+2,58802160.10%+216
GE VERNOVA INC(GEV)0351+35102160.10%+216
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,489+1,48902070.10%+207
HOME DEPOT INC(HD)0505+50502050.10%+205
TCW ETF TRUST
TRANS SYSTE ETF
8,87210,230+1,3588009990.47%+199
INNODATA INC(INOD)8,9058,255-6504566360.30%+180
ISHARES TR0129,179+129,17903,0201.42%+3,020
PACER FDS TR
TRENDPILOT 100
26,01725,965-521,8572,0130.94%+156
INVESCO QQQ TR02,754+2,75401,6530.77%+1,653
ALPHABET INC(GOOG)4,2313,583-6487468710.41%+125
BROADCOM INC(AVGO)1,7001,775+754695860.27%+117
ARGAN INC2,5642,516-485656790.32%+114
MICROSOFT CORP(MSFT)1,8511,993+1429211,0320.48%+111
HERCULES CAPITAL INC(HCXY)0111,045+111,04502,1000.98%+2,100
UNITED RENTALS INC(URI)363364+12743470.16%+74
CADENCE DESIGN SYSTEM INC(CDNS)1,7431,734-95376090.29%+72
ROUNDHILL ETF TRUST
S&P 500 ODTE COV
55,95257,389+1,4372,4732,5391.19%+66
VANGUARD INDEX FDS2,2402,24006817350.34%+54
NUVEEN CALIFORNIA AMT QLT MU055,249+55,24907000.33%+700
ISHARES TR9,67710,029+3525966460.30%+50
ISHARES TR020,725+20,72506290.30%+629
INVESCO EXCH TRADED FD TR II
SR LN ETF
038,348+38,34808030.38%+803
ROUNDHILL ETF TRUST
INNOVATION 100 O
73,54274,623+1,0812,6112,6571.25%+46
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY OPPORT
020,915+20,91504950.23%+495
CAMBRIA ETF TR047,874+47,87401,4930.70%+1,493
FLAHERTY & CRUMRINE PFD INCO55,05656,040+9845095460.26%+37
ETF SER SOLUTIONS
COLTERPOINT NET
019,885+19,88504900.23%+490
VANGUARD INDEX FDS0540+54003310.15%+331
TRACTOR SUPPLY CO(TSCO)6,2386,262+243293560.17%+27
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
010,415+10,41505020.24%+502
VANGUARD INTL EQUITY INDEX F11,55011,685+1355335580.26%+25
PACER FDS TR
GLOBL CASH ETF
016,143+16,14306400.30%+640
ISHARES INC12,56012,833+2734895090.24%+20
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